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BWAL

Basecamp Wealth Advisors LLC Portfolio holdings

AUM $483M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,199
New
Increased
Reduced
Closed

Top Buys

1 +$7.78M
2 +$5.52M
3 +$3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.81M

Top Sells

1 +$1.08M
2 +$746K
3 +$381K
4
CYBR
CyberArk
CYBR
+$144K
5
IAU icon
iShares Gold Trust
IAU
+$98.2K

Sector Composition

1 Technology 17.02%
2 Financials 7.06%
3 Healthcare 6.89%
4 Consumer Discretionary 4.97%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WK icon
1276
Workiva
WK
$2.6B
$3.34K ﹤0.01%
56
-5
FSV icon
1277
FirstService
FSV
$6.25B
$3.33K ﹤0.01%
24
-55
WULF icon
1278
TeraWulf
WULF
$12.9B
$3.26K ﹤0.01%
226
+122
WYNN icon
1279
Wynn Resorts
WYNN
$10.3B
$3.25K ﹤0.01%
32
AMKR icon
1280
Amkor Technology
AMKR
$21.2B
$3.24K ﹤0.01%
+72
HOMB icon
1281
Home BancShares
HOMB
$5.78B
$3.21K ﹤0.01%
119
-83
RXO icon
1282
RXO
RXO
$4.44B
$3.2K ﹤0.01%
219
BGC icon
1283
BGC Group
BGC
$5.8B
$3.2K ﹤0.01%
327
-80
ADTN icon
1284
Adtran
ADTN
$1.14B
$3.18K ﹤0.01%
+253
GHC icon
1285
Graham Holdings Company
GHC
$4.9B
$3.17K ﹤0.01%
3
NAMS icon
1286
NewAmsterdam Pharma
NAMS
$3.71B
$3.17K ﹤0.01%
99
AOS icon
1287
A.O. Smith
AOS
$8.43B
$3.17K ﹤0.01%
48
GRBK icon
1288
Green Brick Partners
GRBK
$3.45B
$3.16K ﹤0.01%
49
-45
OI icon
1289
O-I Glass
OI
$1.44B
$3.15K ﹤0.01%
300
UFPI icon
1290
UFP Industries
UFPI
$5.2B
$3.13K ﹤0.01%
34
DBRG icon
1291
DigitalBridge
DBRG
$2.91B
$3.13K ﹤0.01%
203
-66
TG icon
1292
Tredegar Corp
TG
$282M
$3.12K ﹤0.01%
393
+30
FORM icon
1293
FormFactor
FORM
$11.6B
$3.1K ﹤0.01%
+32
SGHC icon
1294
SGHC Ltd
SGHC
$6.79B
$3.08K ﹤0.01%
285
DIOD icon
1295
Diodes
DIOD
$5.28B
$3.07K ﹤0.01%
45
+32
TROX icon
1296
Tronox
TROX
$1.09B
$3.03K ﹤0.01%
310
-106
HOOD icon
1297
Robinhood
HOOD
$84.2B
$3.02K ﹤0.01%
44
-348
PARR icon
1298
Par Pacific Holdings
PARR
$2.71B
$3.01K ﹤0.01%
48
+32
RLAY icon
1299
Relay Therapeutics
RLAY
$3.89B
$2.98K ﹤0.01%
300
+9
VECO icon
1300
Veeco
VECO
$4.6B
$2.98K ﹤0.01%
88
-46